+708.8%
LITE vs OPEN
-88.9%
+797.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.6% | -0.8% | -4.1% |
| 7D | +10.8% | -15.0% | +25.8% | +12.9% |
| 30D | -33.4% | -40.2% | +6.8% | -29.9% |
| 3M | -32.2% | -67.4% | +35.2% | -23.4% |
| 6M | -42.1% | -74.0% | +31.9% | -33.0% |
| YTD | +61.9% | -79.6% | +141.5% | +90.2% |
| 1Y | +163.0% | -86.1% | +249.1% | +222.4% |
| 3Y | +1,358.0% | -41.4% | +1,399.4% | +1,165.5% |
| 5Y | +549.9% | -94.9% | +644.8% | +541.7% |
| All | +708.8% | -88.9% | +797.7% | +620.4% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling